Find a Financial Advisor in Leominster, MA

 

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We did the hard work of finding trustworthy partners in Leominster, MA.

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We Only Work With The Best Leominster Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Leominster, MA


  • Financial Advisor Close to Leominster, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Leominster, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Leominster, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Leominster financial advisors.
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How Retirement-Friendly is Leominster, MA?

  • Population: 41,606
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $245,400
  • Average Monthly Housing Cost: $1,127
  • Average Household Income: $81,488
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Leominster, MA

 

NEW HARBOR FINANCIAL GROUP, LLC

Website

(978) 537-7701

54 Main Street
Suite 102
Leominster, MA 1453

SEC#: 801-72007
Years in Business: 11 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

WILLIAMS FINANCIAL, LLC

Website

(866) 986-4469

14 Monument Square
Suite 402
Leominster, MA 1453

SEC#: 801-118678
Years in Business: 1 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

 


Leominster, MA Financial Advisor FAQs

Financial advisors help their clients manage money by investing, saving, and planning for retirement. Advisors often have a specialized expertise in specific areas of financial planning such as tax or college savings. Financial advisors can also offer advice to businesses on topics such as benefit planning or business succession.
If you have a complicated financial situation, it's probably a good idea to have someone help you with your finances.
There are two primary models. In the hourly model you work on a project-by-project basis earning an agreed upon hourly rate or per diem with a monthly fee for expenses. The other type of remuneration comes from advising clients which often includes some upfront fees, but without any continuing monthly cost, and at that point there is no need to be concerned about profit margins because they have already been achieved.
A financial advisor can help you invest your money and set goals. They might also help you come up with a budget so that you don't spend all of the money that you need for your future plans. One way to find one is to search online or ask friends and family for suggestions of people they know who did well advising them on their investments.